SPDR S&P MidCap 400 ETF shares owned by Private Ocean
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in SPDR S&P MidCap 400 ETF
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P MidCap 400 ETF held by Private Ocean consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $599k | 1.1k | 535.18 |
| 2024-03-31 | $622k | 1.1k | 556.22 |
| 2023-12-31 | $549k | 1.1k | 507.60 |
| 2023-09-30 | $511k | 1.1k | 456.68 |
| 2023-06-30 | $573k | 1.2k | 478.82 |
| 2023-03-31 | $549k | 1.2k | 458.22 |
| 2022-12-31 | $539k | 1.2k | 442.48 |
| 2022-09-30 | $488k | 1.2k | 401.65 |
| 2022-06-30 | $502k | 1.2k | 413.17 |
| 2022-03-31 | $606k | 1.2k | 490.69 |
| 2021-12-31 | $643k | 1.2k | 518.13 |
| 2021-09-30 | $597k | 1.2k | 480.68 |
| 2021-06-30 | $501k | 1.0k | 490.70 |
| 2021-03-31 | $486k | 1.0k | 476.00 |
| 2020-12-31 | $429k | 1.0k | 420.18 |
| 2020-09-30 | $353k | 1.0k | 339.42 |
| 2020-06-30 | $175k | 540 | 324.07 |
| 2020-03-31 | $89k | 339 | 262.54 |
| 2019-12-31 | $81k | 215 | 376.74 |
| 2019-09-30 | $69k | 194 | 355.67 |
| 2019-06-30 | $79k | 224 | 352.68 |
| 2019-03-31 | $67k | 193 | 347.15 |
| 2018-12-31 | $58k | 193 | 300.52 |
| 2018-09-30 | $37k | 100 | 370.00 |
| 2018-06-30 | $65k | 184 | 353.26 |
| 2018-03-31 | $104k | 306 | 339.87 |
| 2017-12-31 | $69k | 201 | 343.28 |
| 2017-09-30 | $65k | 200 | 325.00 |
| 2017-06-30 | $64k | 200 | 320.00 |
| 2017-03-31 | $62k | 200 | 310.00 |
| 2016-12-31 | $60k | 200 | 300.00 |